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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

63 hedge funds and large institutions have $168M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

3% more capital invested

Capital invested by funds: $163M → $168M (+$5.21M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.12% less ownership

Funds ownership: 82.1%81.99% (-0.12%)

5% less funds holding

Funds holding: 6663 (-3)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
31
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$76.5M +$2.08M +44,891 +3%
Bank of America
2
Bank of America
North Carolina
$31.5M +$536K +11,574 +2%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.22M +$409K +8,839 +5%
LPL Financial
4
LPL Financial
California
$4.83M -$24.4K -528 -0.5%
GFG
5
Goldstone Financial Group
Illinois
$4.24M +$180K +3,878 +4%
Morgan Stanley
6
Morgan Stanley
New York
$3.64M +$285K +6,157 +9%
CWM
7
Collaborative Wealth Management
Florida
$2.82M -$166K -3,590 -6%
PAG
8
Private Advisor Group
New Jersey
$2.82M +$86.6K +1,871 +3%
HBS
9
Howard Bailey Securities
Indiana
$2.75M +$214K +4,626 +9%
Jane Street
10
Jane Street
New York
$2.72M +$1.4M +30,256 +108%
AI
11
Atria Investments
North Carolina
$2.63M +$195K +4,203 +8%
IA
12
Insight Advisors
Pennsylvania
$1.92M +$37.1K +801 +2%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.72M +$52.8K +1,140 +3%
MFA
14
Millington Financial Advisors
Illinois
$1.68M +$80.8K +1,746 +5%
DFP
15
Defined Financial Planning
California
$1.64M +$164K +3,549 +11%
BWMG
16
Barnes Wealth Management Group
California
$1.53M +$92.1K +1,989 +6%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$1.53M -$1.03M -22,211 -40%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.29M -$193K -4,162 -13%
Osaic Holdings
19
Osaic Holdings
Arizona
$943K +$48K +1,038 +5%
Raymond James Financial
20
Raymond James Financial
Florida
$934K -$115K -2,477 -11%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$921K +$28.7K +619 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$917K -$1.67K -36 -0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$884K +$879K +18,992 New
NS
24
NBC Securities
Alabama
$853K -$34.4K -743 -4%
MPW
25
Melone Private Wealth
Michigan
$764K +$7.87K +170 +1%

QHY Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2025, worth a combined $168M — up 3.2% from $163M a quarter earlier.

Fund positioning in QHY was balanced in Q3 2025: 6 funds opened new positions, 6 closed out, 31 added to existing stakes and 20 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $2.08M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $1.03M.

  • 63 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2025, down from 66 in Q2 2025.
  • Funds reported $168M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 6 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2025 and 6 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $2.08M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2025.